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Contact Memberships

You can use the Memberships section within a contact's Relationships area to set up Family, Business, Association, Trust, Union and other types of relationships. Memberships can be accessed from a contact record under Contact Overview —> Relationships:

Below is an example of the Memberships section for one contact:

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Some benefits of using Memberships:

  • the ability to see all family members related to the contact in one place (even those that don't live in the same household as that contact).
  • keep track of the various organizations the contact is involved with
  • marketing tool — find concentrations of contacts interested in the same groups and develop/cultivate that organization to feed new contacts to the firm.
  • keep Trust and Union detailed information separate from contacts while still maintaining a link to the contact.

Setting up Memberships:

Under Contact Overview, clicking on the Relationships link carries you to your Contact Record's Family and Memberships section.  Click on the Add link in that section to set up new Memberships:

memb.png

You can establish Individual, Business, Association, Trust and Union Memberships. After clicking Add, you'll see the below Add Membership dialog:

If you begin typing the name of the contact with who you want to establish this Membership link in the Linked Contact box, you'll see your options update as you type.  When you see the name you're looking for, just click it:

After selecting the name, you'll then want to designate your choices for the Contact Is and Linked Contact Is fields.  These options will automatically update, dependent upon which Contact Type you chose as your Linked Client.

Contact Is field: This lets you choose how the contact record that you are currently on is related to the contact that is shown in the Linked Contact field.  For example, if you are currently linking a contact to their Uncle, you'd choose Nephew in the Contact Is field.

Linked Contact Is field: This lets you choose how the contact you are linking to is related to the contact record you are linking from.  For example, using our above relationship, the Linked Contact Is value should be Uncle.

Please note that the options available for each field will vary based upon which record type the Linked Contact is (i.e. Individual, Business, Association, Trust, Union).  Also, you can add your own Membership options - learn how here.

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